CamaPlan
Dan Cory has over three decades of experience in finance and operations, currently serving as the Director of Finance and Operations at CamaPlan since September 2019. Prior to this role, Dan held various senior positions including Director at Huron Consulting Group, Executive Director of Enterprise Intelligence at Ernst & Young, and Managing Partner/V.P. of Finance at ISA Consulting. Dan also served as Chief Financial Officer for the Home Care Group of the University of Pennsylvania Health System, and began their career as a Senior Accountant at Heffler, Radetich & Saitta LLP. Dan holds an M.B.A. in Accounting and a Bachelor of Science in Finance, both from La Salle University.
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CamaPlan
CamaPlan was founded by veteran investors Carl Fischer and Maggie Polisano as a company run “for investors, by investors.” Since its inception, the name CamaPlan has come to be synonymous with expertise, flexibility, responsiveness, and diversity of investment choices in self-directed retirement accounts. CamaPlan first made its mark in its local market by providing superior client service and expert guidance to investors seeking the freedom and flexibility of a self-directed IRA, and it is now offering the same friendly, personalized service to investors across the country. As a third-party administrator, CamaPlan provides innovative investment opportunities for savvy investors seeking direct control and more choices in how they deploy their investment capital.